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Duke Energy shares owned by Hilltop Wealth Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Hilltop Wealth Advisors from 13F filings

Historical chart of Hilltop Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Hilltop Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Hilltop Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 1.7k 130.93
2019-12-31 $232k 2.5k 91.19

More positions owned by Hilltop Wealth Advisors

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Esg Optimized (SUSA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Index (MGC)

View all positions for Hilltop Wealth Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy